Mutual Funds
Stay on top of mutual fund news, including in-depth articles and analysis on stock, bond and balanced funds, as well as target date funds and more.
On Portfolio Performance, Remember: Attribution Tells the Story
By J. Gibson Watson III, CIMA, Christopher DevenneyWhen conducting a year-end review of a managers performance within a client's portfolio, use attribution to help guide the discussion.
March 12, 2013
Advisors Beware: Silicon Valley’s Jemstep Targets Underserved Mass AffluentFor a fraction of brokers' fees, Jemstep offers buy/sell trade ideas for an individuals 401(k), IRA and brokerage accounts.
March 12, 2013
Why Bogle Is Dead Wrong on ETFsEveryone has heard about love at first sight. But what about hate at first sight? The latter describes John Bogle's long-lasting hate affair with ETFs.
March 12, 2013
Bogle to DeLegge on ETFs: ‘It Is You Who Are Dead Wrong’Sorry, Mr. DeLegge. Im not dead wrong about ETF investing, and let your followers decide whether or not my comments in this note are irrational.
March 11, 2013
Vanguard, PIMCO Dominate ’12 Global Fund Flows: MorningstarInvestors focused on key fund families in the fixed-income space last year.
March 11, 2013
European High Yield Will Do Well by Issuers and InvestorsFears that the European crisis would once again raise its head caused spreads on almost all high-yield bonds to widen.
March 11, 2013
Top Portfolio Products: Goldman Rolls Out Global Bond FundFPA introduces no-load products, as Lincoln Financial launches a Treasury-indexed VA and ING U.S. brings out a new lifetime income annuity.
March 08, 2013
SEC to Launch Sweeps of Funds’ Distribution Fees, Alternative Mutual FundsThe SEC will begin next week an exam sweep of mutual funds' distribution fees, Andrew Bowden of the SEC's inspection office said Friday.